See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,013 | $226,064+65.0% | $182,532+104.4% | $152,861+144.0% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.0%+12.0pp | 82.4%+7.6pp |
| Annual return | 29.13% | 192.51%-163.4pp | 148.54%-119.4pp | 345.32%-316.2pp |
| Employer contribution / active EE | $3,504 | $4,978-29.6% | $4,076-14.0% | $4,762-26.4% |
| Participant deferral / active EE | $12,357 | $6,368+94.1% | $5,524+123.7% | $5,850+111.2% |
| Admin fee / account holder | $75,287 | $10,703+603.4% | $8,592+776.2% | $11,596+549.2% |